See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA INVESTMENT SERVICES Service code 28 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Investment Management | $16,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,837 | $58,726-18.5% | $92,233-48.1% | $62,292-23.2% |
| Participation rate | 67.0% | 68.3%-1.4pp | 76.5%-9.5pp | 69.5%-2.6pp |
| Annual return | 14.09% | 43.62%-29.5pp | 176.28%-162.2pp | 28.90%-14.8pp |
| Employer contribution / active EE | $730 | $2,392-69.5% | $3,679-80.1% | $2,042-64.2% |
| Participant deferral / active EE | $2,923 | $2,766+5.7% | $3,897-25.0% | $3,169-7.8% |
| Admin fee / account holder | $54 | $556-90.3% | $5,194-99.0% | $479-88.8% |